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NAPA CPFA® Bootcamp

Tuesday, April 9 | 12:00 p.m. – 4:00 p.m.

Are you looking for a way to show your retirement plan expertise to current and future clients? We’ve got what you need! As a NAPA 401(k) Summit advisor attendee, you are eligible to attend our four-hour CPFA® Bootcamp and sit for the exam, at no additional cost, courtesy of our partners at John Hancock. During the registration process, please be sure to include this ‘Session’ in your selection to indicate your interest in attending and reserve a seat. If you’ve already registered and wish to add the CPFA® bootcamp, please contact customercare@napa-net.org for assistance in updating your existing registration.

For advisors only.

What is NAPA’s CPFA® Credential?

The Certified Plan Fiduciary Advisor (CPFA®) credential — developed by some of the nation’s leading advisors and retirement plan experts — demonstrates your knowledge, expertise, and commitment to working with retirement plans. Plan advisors who earn their CPFA® credential demonstrate the expertise required to act as a plan fiduciary or help plan fiduciaries manage their roles and responsibilities.

What will the NAPA CPFA® Bootcamp consist of?

The bootcamp will cover four key areas:

  • ERISA Fiduciary Roles and Responsibilities
  • ERISA Fiduciary Oversight
  • ERISA Plan Investment Management
  • ERISA Plan Management

NAPA CPFA® Bootcamp:

 

Tuesday, April 9
Noon – 4:00 p.m.

NAPA CPFA® Exam:

 

Wednesday, April 10
9:00 a.m. – 11:30 a.m.

For additional information about the designation and requirements, please visit www.napacpfa.org.

Register
Learn More About CPFA®

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  • Home
  • Register
    • Register
  • Agenda
    • Agenda
    • Steering Committee
    • NAPA CPFA® Bootcamp
    • NAPA ESG(k) Bootcamp
    • NAPA RI(k)™ Bootcamp
    • Continuing Education
  • After Dark
  • Sponsors
  • Hotels
  • Resources
    • FAQs
    • Toolkit
    • Poster Work
    • Event Policies
  • 2025 Las Vegas